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Lisa Kahn-Smith
Chief Compliance Officer
Sendero Wealth Management
"We're definitely pleased about choosing GaleForce. The success we've had with CRM couldn't have been possible without them. Their level of expertise - not only built into the software as it relates to wealth management - but also guiding us with installation, integration, and implementation, has been invaluable."
GaleForce Discovery
The Knowledge Edge on Clients & Prospects
GaleForce offers a suite of productivity products including CRM designed to meet the unique needs of financial services professionals. GaleForce delivers client management, communication and discovery tools that provide a competitive edge to businesses in the financial services industry.
GaleForce Discovery empowers financial services professionals to access detailed, timely information on people, company and events, in order to better serve existing clients and more effectively prospect for new clients.
The advanced Discovery functionality empowers financial services professionals to leverage a range of internal and external sources within GaleForce CRM in order to:
- Easily monitor business news and corporate events
- Track significant events, such as job movements and investments
- Prospect millions of private and public companies and their executives
- Optimize CRM and private firm data
- Connect to social media sites
- Generate audit logs and leverage activity tracking, to ensure regulatory compliance
Discovery is available as an additional module for GaleForce CRM, integrating seamlessly with GaleForce's core financial services product, as well as with users' content.
GaleForce CRM Product Suite
Understanding Clients Better, for Knowledge
| Features | Benefits |
|---|---|
| Money in Motion Discovery provides access to deep financial and profile data on people, companies and events. Discovery notifies users of relevant, significant changes in their clients' or prospects' financial, company and personal situations and statuses |
Expands financial services professionals' understanding of activity in the market, empowering them be one step ahead in providing highly relevant communications, advice and offers |
| People Database Search Users can access profiles and data points on millions of people, companies and events, allowing them to review detailed information on all their clients and prospects |
Provides financial services professionals with the deepest possible understanding of the needs and preferences of their targets, especially the most valuable clients |
Leveraging Client Relationships, for Knowledge
| Features | Benefits |
|---|---|
| Client Relationship Tree Users can access a graphical representation of each client, detailing opportunities, activities, contacts, relationships and circles of influence |
Intuitively generates actionable, otherwise unavailable insight into client and household relationships, associations, needs, preferences and behaviors |
| Social Media Integration Data from LinkedIn and other social networks can be accessed from and integrated into Discovery in order to build detailed profiles of clients' personal and professional contacts |
Provides users with deep insight into which individuals within their clients' social and professional networks represent potentially valuable prospects |